DDICX Mutual Fund

DDICX Mutual Fund

NAV$17.21
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Returns Overview

1 Month
+1.40%
3 Months
+1.77%
6 Months
+7.53%
YTD
+10.96%
1 Year
+16.10%
3 Years (annualized)
+12.11%
5 Years (annualized)
+7.07%
10 Years (annualized)
+6.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDICX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.96%
Peer Avg (YTD)
+6.28%
vs Peers
+4.67%

DDICX Mutual Fund Performance

DDICX performance across multiple time periods: 1-month 1.40%, YTD 10.96%, 1-year 16.10%, 3-year 12.11%, 5-year 7.07%, 10-year 6.47%.

DDICX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

DDICX vs another fund shows side-by-side returns. DDICX alternatives are available in the Mutual Fund Screener.